Organize all your contacts with invoiceit!Pro.
Includes Task Manager, Credit Manager, scheduler, direct marketing module (refer Marketing at right) and instant access to all transactions with your contacts
<-- The main Contacts work space.
This is where all the components of invoiceit!Pro come together - send e-mail, set up appointments, call with built-in phone dialer, manage tasks, client credit, shipping addresses and more.
Review transaction history, like sales, quotes, contracts and jobs.
One-click invoice writer (or Quote, Purchase Order or set up a job or auto-billing).
• Task Manager
To set up and manage tasks for staff, both customer-related and other tasks. All tasks are summarized on the To-do diary and linked in with our scheduler.
With invoiceit!Pro everyone knows what to do.
• Credit Manager
Control the credit you give customers - set limits or credit stop to prevent sales to debtors who don't pay promptly.
Tied in with e-mail reminders to overdue debtors.
• Mail store by customer
Save outgoing mail by customer to help find messages quickly.
View or print a list of mail messages to selected customer.
• Client notepad with unlimited space
With time stamp feature, which shows latest message on top. Can be called up from most places where you select customers, vendors or creditors.
Full client profile available, which includes everything you have on a client, even recent sales stats.
• Sales stats by product
View current product sales stats by customer. It shows what they buy from you and the last time they did. A similar screen shows what YOU buy from a vendor and the last time you did.
• Contacts list report
Can be filtered and sorted in many different ways, with this filter box. You can also save specific list reports using the report writer feature.